BackKeep up to date
Here you’ll find the latest news and our library of short videos. They’ll give you an introduction to the key things you might need to think about, how we approach our work, why we believe in our investment philosophy and how we’ll help you to reach your goals.
Why “Safe Harbours” Can Be Risky Business
Why “Safe Harbours” Can Be Risky Business
We see it often: Whenever investors are spooked by turbulent times, money tends to flow out of the stock market, … Continued
Welcome Paddy Andrews
Metis Ireland is delighted to welcome Dublin Footballer and Certified Financial Planner® Paddy Andrews to its growing team. Paddy … Continued
Investors Must Be Careful to Avoid News Overload
Last month we were delighted to be asked to write another piece for The Sunday Times around news overload and … Continued
Our Contract With You
The word ‘contract’ doesn’t generally inspire enthusiasm. It usually means a lot of reading, a fair bit of frowning, a … Continued
Metis Ireland End of Quarter Team Building
Metis Ireland End of Quarter Team Building
What to ask when choosing a financial adviser
Choosing your financial adviser is one of the most important decisions you’ll ever make, and hoping they have the answers isn’t enough, you need to be absolutely clear about the questions you need to ask.
River Run For River Watch…a “special” #MetisMorningRiverRun
As even the birds on the trees now know, every last Friday of the month Metis Ireland hosts the #MetisMorningRiverRun.
It’s a 5K run that starts at 7am on the button from St. Michaels Rowing Club and out along the riverbank for a lovely morning jaunt with no pressure on anyboAfter our run in September, Graham Burns, one of our regular supporters, came to us and said that his crew in CPL had a fantastic idea to host a run to support Limerick Suicide Watch (LSW) but rather than look at a whole new event could they “piggyback” on the established #MetisMorningRiverRun
Life is short – work somewhere awesome!
Yes, we are the somewhere awesome!
Don’t miss your chance to join our team and become a Private Client Manager for Metis Ireland
Metis Ireland End of Quarter Team Building
Last Friday we at Metis Ireland had our, by this time well-known, End of Quarter Team Building Event.
Our day started with a photoshoot directed by lovely the Shauna from Morning Star Photography, we heard some of us are even thinking of career change?!
Luck and pluck can’t beat focus on evidence in long run
This month we were delighted to be asked to write a piece for The Sunday Times, looking at the value of evidence-based investing and how it compares to a traditional, active approach.
Day at the Races – Clonmel
On Thursday 3rd of October, Metis Ireland organised a ‘Day at the Races’ in Clonmel.
We started our day by gathering at the Donoughmore Club where we watched the Ireland v Russia match with plenty of coffee, tea and pastries that lovely Eileen freshly made for us that morning. Once the match was over, we headed to Clonmel Racecourse where we had a special room reserved (much needed with Hurricane Lorenzo providing us with plenty of rain!) for all our guests to watch the races in comfort.
Ian Cooke’s Financial Analysis Of Budget 2020 on TippFM
Our Ian Cooke joined Fran on TippFM for a debrief of Budget 2020. You can listen to the broadcast here. … Continued
Now that’s how you do a Financial Planning & Investing Conference!
The event opening was more akin to attending a gig. The introductory video was inspiring and really clever
Motorbikes and Investments… what do they have in common?
All you need to do is to ‘’look far ahead’’ for the next corner… and whatever your goals are, we’ll make sure that you can enjoy the ride!
Metis Morning River Run – 2nd Birthday
Happy 2nd Birthday!
Good Advice
In today’s climate of free financial advice, bargain fund pricing and automated investment management tools, you may wonder … Continued
Metis Morning River Run – August
Last Friday in August! You must know by now what that means.
Familiarity Bias in Action
So, who remembers our “Familiarity Bias” Blog from April 2019? Not the Argentines it would appear.
Ah Here… a.k.a. closet trackers (about to be) exposed
There appears to be a lot of expressions that are unique to the Irish (or maybe it’s the same with every race and I am suffering from Familiarity Bias).
Thank You To You All
Last week at Metis Ireland, we hit a significant milestone. We broke through the €200 million assets under management barrier. This means that we manage over €200 million of investments and pensions on behalf of our clients.
Nobody Knows!
I received an email last week from a fund manager inviting me to join a webinar. We get these types of ‘updates’ all the time, this particular one was called ‘What’s in Store for Markets for The Remainder of 2019’. Now, it could have come from any fund manager, who sent it doesn’t really matter, what matters is that these updates are a waste of time. How so?
The six questions that will find you the right Financial Planner
Since we began our journey at Metis Ireland in early 2014, we’ve spent a lot of time and effort on marketing initiatives to make our brand synonymous with world class financial planning. We’ve engaged outside marketing experts to help us set out exactly what we do for our clients. It’s an ongoing challenge, because the reality is quite different from what most people think we do.
Metis Morning River Run – July
Last Friday in July! You must know by now what that means.
Know Your Behavioural Biases: The Final Chapter
After some time spent Googling the number 17, there’s not much in the way of memorable facts about it. It’s the atomic number of chlorine, the number of sides in a heptadecagon and the number of syllables in a haiku… but otherwise it’s a pretty ordinary number.
Notes from the Sicily Office… 2019
Notes from the Sicily Office… 2019
Know Your Behavioural Biases: Part 17 – Tracking Error Regret
Over the last few months we’ve looked closely at all the different ways our brains try to help us get through life, but end up stepping on our toes when it comes to investment. The purpose of this series has been to show you that while you can’t avoid these quirks (after all, they’ve developed over millions of years in the human psyche) you can at least be informed and spot them at work.
Metis Ireland End of Quarter Team Building
Metis Ireland End of Quarter Team Building
Know Your Behavioural Biases: Part 16 – Sunk Cost Fallacy
This summer we saw some amazing performances at Glastonbury, but along with the big names, part of the beauty of a music festival is discovering the bands you’ve never heard of. While ‘The sunk cost fallacy’ might sound like an exciting new musical act, or maybe an album title, it’s actually a really dangerous and potentially very expensive behavioural bias.
2019 So Far…. Market Report (with a difference)!!!!
“A second opinion should bring you financial clarity. You should be left feeling you now understand your own big picture: what you own and why you own it. Whether it’s along your existing path or in a new direction, you should be better equipped to proceed with improved confidence in your investments and long-term financial plan.”
Know Your Behavioural Biases: Part 15 – Recency
‘You’re only as good as your last performance’… not strictly true. Even if you fluffed whatever you do for a living on your last outing, that’s no reason to use it as a yardstick for your ability. Equally, if you smashed it, but had a run of average performances before that, your latest experience isn’t necessarily the best predictor of future performance.
Our June #MetisMorningRiverRun
Our May #MetisMorningRiverRun
Know Your Behavioural Biases: Part 14 – Pattern Recognition
There’s a pattern here… if you’ve been following our series on behavioural biases and how to combat them, you’ll know that for the last 15 weeks, we’ve published the latest update regular as clockwork. If you’ve opted to subscribe to emails, then once a week, every week, there’s the next instalment sitting in your inbox.
Know Your Behavioural Biases: Part 13 – Overconfidence
So far in our series on behavioural biases, we’ve looked at many of the ways our brains keep us on the right track in life, but derail us when it comes to our investments. It’s our brain’s job to get us from the cradle to the grave with as little damage as possible, so we’re all subject to certain instinctive behaviours that have evolved to keep us on the straight and narrow.
Know Your Behavioural Biases: Part 12 – Outcome Bias
There’s absolutely nothing wrong with feeling upbeat about your prospects. You might win the lottery. You might get that job that seems like a bit of a stretch. You might get the crisp packet that’s hiding a tenner inside, and as long as you understand that your ‘luck’ is exactly that, no problem.
Know Your Behavioural Biases: Part 11 – Mental Accounting
Human beings like to sort things – we like to create order, we like to know where things are. We have a built-in need to spot patterns, which is why we like to sort music into genres, pore over the season record of our favourite football team or, for those of us old enough, arrange our CDs and DVDs in alphabetical order.
Know Your Behavioural Biases: Part 10 – Loss Aversion
Our brains are strange. They can take something as predictably consistent and harmonious as numbers and turn them into a matter of subjectivity. The way that information is communicated to us can have significant effects on the conclusions we draw.
Our May #MetisMorningRiverRun
Our May #MetisMorningRiverRun
Know Your Behavioural Biases: Part 9 – Hindsight
We often say hindsight is 20/20 – looking back, it was perfectly clear all along. It’s often an expression of regret – we should have done X when in fact we did Y and now look what’s happened.
Metis Ireland: Important Announcement
At Metis, we take pride in the personal, tailored service we provide. Over the years we’ve built strong, lasting connections … Continued
Know Your Behavioural Biases: Part 8 – Herd Mentality
As Monty Python’s eponymous hero of ‘The Life of Brian’ once famously declared ‘You are all individuals’. We’d certainly like to think we are – from our choice of clothes, our holiday destinations or the cars we drive, right through to whether we’re a flat white person or more of the macchiato type.
Know Your Behavioural Biases: Part 7 – Greed Bias
As Pulitzer Prize-winning journalist Mary Schmich famously said, “Whatever you do, don’t congratulate yourself too much, or berate yourself either. Your choices are half chance. So are everybody else’s.”
Know Your Behavioural Biases: Part 6 – Framing Bias
Seeing the whole picture is something we’re frequently advised to do, in finance and other walks of life. It’s important to step back and look at the full picture – the problem is that our advanced human brains are often doing just the opposite of that.
Confirmation, the French Revolution and Lessons to Learn
We are all susceptible to a tricky problem known as a confirmation bias.
We honestly believe that our convictions are rational, logical, and impartial, based on the result of years of experience and objective analysis of the information we have available.
Know Your Behavioural Biases: Part 5 – Fear Bias
The human psyche is full of little quirks – strange behaviours that we can’t always account for and in some cases we aren’t even aware of. They’re not just nature’s little jokes though, very often we display hard-wired behaviours that evolution has put in place for good reason, to help us out of situations that we wouldn’t consciously react to quickly enough.
Why are people afraid of getting a second opinion when it comes to their personal finances?
“A second opinion should bring you financial clarity. You should be left feeling you now understand your own big picture: what you own and why you own it. Whether it’s along your existing path or in a new direction, you should be better equipped to proceed with improved confidence in your investments and long-term financial plan.”
Know Your Behavioural Biases: Part 4 – Familiarity Bias
Investment is a long-term pursuit – it’s about setting out a plan, devising a strategy and then sticking to it. We know that past performance doesn’t guarantee future returns and we accept there’ll be ups and downs along the way. But in the long run, a well-planned and executed investment approach stands to help us grow our money.
Know Your Behavioural Biases: Part 3 – Confirmation Bias
In an ideal world, we’d all make sensible, carefully calculated decisions about our money. We’d leave aside our emotions and decide our next steps based on facts, iterative learning and the evidence placed before us.
Know Your Behavioural Biases: Part 2 – Blind Spot Bias
There are many types of blind spot in everyday life – not being able to see the cyclist just behind your passenger side, the two glasses of wine you neglected to include in your calorie counting, the way you listen to someone else’s problems then respond by talking about yourself.
Munster Broker of the Year
Metis Ireland won Munster Broker of the Year at the annual LPI Awards
Know Your Behavioural Biases: Part 1 – Anchoring Bias
Anchoring Bias: Are you biased? No of course not. But then you would say that, wouldn’t you?
Know Your Behavioural Biases: A Series
First, let’s stop talking about ‘bias’ and start talking about ‘biases’. There are many, in fact, in our new White Paper, Making Better Decisions: Know Your Behavioural Biases, we identify 17 different types of mental process that can dangerously skew your financial decisions.
#MetisMusicForMentalHealth2019
Metis Ireland hosted our second annual #MetisMusicForMentalHealth
International Women’s Day
Metis Ireland hosted at table at Network Ireland’s Celebration of International Womens Day
What Metrics Do You Use to Appraise Your Financial Advisor?
We like to refer to ourselves as a REAL Financial Planning firm here at Metis Ireland. We rarely use the term Financial Advisor because we believe that it doesn’t tell the full story of what we do every day or how we add value to our clients.
The Rise and Fall of Eike Batista
We firmly believe that once you have established a long term financial plan that is designed to allow you LIVE THE LIFE YOU WANT, then you should implement an appropriate investment strategy that is diversified and invested in asset classes that have a long track record of providing the best outcomes i.e. equities and bonds. You then MUST #StickWithThePlan.
Do you have a Business Succession Plan? Do you have a Lifestyle Financial Plan? If not, Why not?
This is a must read for any Family Business owner. “Just 18% of Irish family businesses have a formalised succession plan. Half confirmed that they would have a management/ownership transfer in the next five years”
Irish Broker Association LPI Awards
Metis Ireland is delighted to be shortlisted for two awards in the upcoming LPI awards.
Metis Ireland are Recruiting – Administration Support
Metis Ireland are recruiting for Administration Support
Metis Ireland are Recruiting – Front of House
Metis Ireland are recruiting for Front of House
Confessions of a Financial Adviser
Occasional ramblings and the odd insight from years of experience in wealth management and dealing with people. Difficult Conversations … Continued
What Does Return on Life Mean?
We wanted to reaffirm to our existing clients of our raison d’etre and tell the world, or at least Ireland, of our vision and mission to deliver Life Centred Financial Planning to all those who would embrace it.
Our January #MetisMorningRiverRun
Our January #MetisMorningRiverRun
The Master & The Student
It was such a thrill to launch our white paper “Making Better Decisions” in Dublin last week. We were blown away by the support for the event..
Metis Ireland: Return On Life
Metis Ireland: Return On Life Lunch, Conrad Dublin
Five Financial Best Practices for 2019
So, are you ready to get a jump on 2019? Here are five financial best practices for the year ahead.
Stock Market Volatility – What Should You Do Now?
The stock markets have been pretty volatile over the last few months. Volatility is normal in the world of Stock Markets and the financial media love when temporary corrections happen as it provides “news” to comment on.
The BIG Mistake!
Carl Richards explaining why clients may not realize it at first, but they need their advisors to be a barrier between themselves and buying high while selling low.
Challenging The Status Quo. BACK2Y!!!
Our goal is for everyone in Ireland to have a True Lifestyle Financial Plan.
Ignore the Noise & #StickWithThePlan (Dead People Get the Best Investment Returns!)
Stock markets have been volatile over the recent past and we have seen some sensational headlines from “business commentators” over the last week or so
Our November #MetisMorningRiverRun
Help support Keeva and her book with all proceeds going to Cliona’s Foundation..
We all work so HARD!
Design the Live you want to Life!
Love a Black Friday Deal?
It’s that time of year again…
Loss Aversion
Based on many collective years of wisdom, we in Metis Ireland have a firm evidence-based view on how to ride the pension and investing rollercoaster.
Death and Taxes………aaaaaaand even more taxes
“Nothing is certain but death and taxes”
Life is not a Dress Rehearsal – Part Deux!!
Life is not a dress rehearsal – So what are you waiting for? It’s never too late!! Keith’s follow up blog on: ‘Pension Season is in Full Swing – Five Reasons Why You Should Have a Pension Plan’
Metis Ireland – County Tipperary Chamber Business Award Winners
Winners alright….winners alright!
One Year on October #MetisMorningRiverRun
Man down…Man down….
Investing in “Freedom”
Some valuable lessons to be learned if you are coming to a major life transition.
PwC Budget Breakfast Event, Castletroy Park Hotel
Karl recently attended the PwC and Limerick Chamber Budget Breakfast Event in the Castletroy Park Hotel. Listen to his … Continued
Don’t Worry About Financial Security in Retirement! Take Action!
There is absolutely no reason whatsoever why people need to approach retirement with trepidation. In order to make informed decisions about what the future holds and what actions you need to take in order to live the life that you want, you need a long-term financial plan.
Pension Season is in Full Swing – Five Reasons Why You Should Have a Pension Plan
Life is not a dress rehearsal – So what are you waiting for? It’s never too late!!
Buying Property Through Your Pension Fund – Probably Not A Great Idea?
We do analytics of our website on a weekly basis to make sure the content we are putting out there is relevant and engaging. It’s an interesting exercise and helps guide us on future content.
How Do Traditional Active (TA) Wealth Managers Differ From Evidence-Based (EB) Wealth Managers?
If you have questions on anything Financial please get in touch with any a member of the Metis Ireland Team, we are here to help.
Active Listening Session by John McNamara
Active Listening: It requires that the listener fully concentrate, understand, respond and then remember what is being said.
Notes from the Sicily Office
‘It’s good to live outside the comfort zone and push oneself to experience new people, places and things. However, as the behavioural scientists have concluded, familiarity breeds content.’
Tackle Your Feelings
Tackle Your Feelings is a Mental Wellbeing campaign supported by Ireland’s professional rugby players and IRUPA.
Turning “Out of Office” into A Conversation
To Infinity and Beyond!
August #MetisMorningRiverRun
Our twelfth monthly #MetisMorningRiverRun
The VITAL role of REBALANCING your Investment Portfolio
‘Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal goals while you’re at it?’
#MetisMusicForMentalHealth
#MetisMusicForMentalHealth
An Evidence-Based Approach to Sustainable Investing Part III: Sustainable Investing Today
Together, we hope to discover and deliver increasingly effective ways to incorporate sustainable investing into investors’ globally diversified portfolios. We’ve only just begun!
Half Way Through 2018 | Remember to #StickWithThePlan
Second quarter has come and gone, along with the usual mixed bag of “what next?” news.
July Metis Evening River Run
Our July #MetisEveningRiverRun | BBQ
Goal Setting Session by Joe, Founder of Coachpact
‘Comparison is the theft of joy’
An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”
How do we measure something that is sometimes so subjective?
An Evidence-Based Approach to Sustainable Investing Part I: Setting the Sustainable Stage
If there’s one trait most of us share, it’s a desire to make the world a better place.
June Metis Morning River Run
Our June #MetisMorningRiverRun was held on Friday 29th
Moral Hazard – A Problem for The Active Fund Manager?
“Drumm was trying to save the bank, court hears”
May Metis Morning River Run
Our May #MetisMorningRiverRun was held on Friday 25th May
Humans Under Management UCD, Dublin May 17th 2018
‘There is a movement (is revolution too strong a word?) happening in Ireland where…..’
5 Things To Do Right Now While Markets Are (Not Really) Crashing
“This is a test; this is only a test. Had this been an actual emergency …”
Financial Planning and Financial Literacy Made Sexy-ish!
We are that Golf Pro who spends time working on the basics before we try getting you to hit it 300yrds like Rory McIlroy
Coolmore Stud
A day of ‘Horsing Around’ in Fethard is a must for all
If Warren Buffett was your Financial Adviser – A Guest Blog
“Ideally never look at the value day-to-day or even month-to-month. Even yearly is a pointless arbitrary date.”
April Metis Morning River Run
Our April #MetisMorningRiverRun was held on Wednesday 25th April
Lunch with Brian Cody
We recently hosted a ‘Lunch with Brian Cody’
Everest Experience
In March we held ‘An Evening on Everest’ in Clonmel
The Current Market Decline in Context
Market corrections are normal – and essential to generating expected long-term returns. #StickWithThePlan
All-Star Wealth Management Boutique 2018
Delighted to be accredited All-Star, delighted to be going to the All Ireland Summit next week!
March Metis Morning River Run
Our March #MetisMorningRiverRun was held on Thursday 29th March
Now and Then – A Guest Blog
I know that there are no guarantees when it comes to investing, but I feel like I’m going to be okay. I have a plan.
How do Metis Ireland Add Value?
We help people make wise financial decisions …. It isn’t brain surgery, but it is serious
Storm Closure
Metis Ireland will be closing due to Status Red Warning
Metis Ireland are Recruiting
Metis Ireland are Recruiting
Metis Ireland are Recruiting – Financial Planner
Metis Ireland Financial Planner – Job Description
February Metis Morning River Run
Our February #MetisMorningRiverRun was held on Friday 23rd February
Is The Federal Reserve’s Quantitative Tightening Like “Watching Paint Dry”?
In her latest blog Niamh discusses the latest market movements
Your Financial Plan is Your Personal Battle Plan
With the launch recently of “The Darkest Hour”… I couldn’t help but reflect on the similarities between financial planning and war.
Perspective on Recent Stock Market Events
What’s going on with the Stock Market? Why did stock prices suddenly drop after such a long, lazy lull, with no obvious calamity to have set off the alarms?
Stock Markets have Crashed!
The Stock Markets Have Crashed, what do you do next? In this vlog Carl Widger discusses the best course of action
January Metis Morning River Run
On Friday 26th January we had our first #MetisMorningRiverRun of 2018
New Year’s Resolutions for Investments
Cian takes a look at some New Years Resolutions you can make for your Investment Portfolio
